About Me
Dave began his investment industry career in 2001 and joined Stifel in 2025. Prior to joining Stifel, he held various roles spanning small business lending, private banking, wealth advisory, and family office services. Dave leverages his multidimensional experience for the benefit of his clients.
Throughout his career, Dave has helped clients navigate different market cycles and challenges – 2008 to 2012 was particularly impactful in shaping his approach to helping clients manage both sides of their balance sheet through debt management, maintaining prudent reserves, and maintaining proper diversification.
Dave earned a B.B.A. in International Business from the Terry College of Business at the University of Georgia. He holds the Accredited Investment Fiduciary® designation, as well as Series 7, 63, and 65 securities licenses, and life, health, and variable insurance licenses.
Active in his community, Dave serves as the chairman of Grace House of Brunswick, Inc., a recovery home for women, a finance committee member at Community Church, and volunteers at Community Church’s men’s ministry.
Dave and his wife, Joanna, have lived in St. Simons for 20 years and are now exploring the exciting stage of life, known as “empty nesting.” Their daughter, Elle, is entering her senior year at the University of North Georgia in Dahlonega and their son, David, is entering his sophomore year at the University of Georgia. Assisting them with this transition are two 14-year-old pets: a temperamental gray cat and an extra-fluffy old Pomeranian, who continually remind that getting old “ain’t for sissies,” many thanks to Bootsie and Chaka for their wisdom sharing! The Wilkins crew enjoys spending time in the NGA mountains and lakes with family, boating, hiking, turkey hunting, playing golf, and hollering for the Bulldawgs – whenever they need the encouragement!
About Me
Brett began his investment industry career in 2013 and joined Stifel in 2025. Prior to joining Stifel, he spent his entire advisory career helping high-net-worth individuals and families integrate their banking and wealth management needs. Brett focuses on building long-term relationships, makes organization a top priority, and works with clients on the behavioral aspects of wealth management planning, seeking to bring a calm presence in adverse situations.
Brett earned a B.S. in Family and Consumer Science from the University of Georgia. He holds Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses.
Active in his community, Brett belongs to the Wesley Church at Frederica, is a member of the University of Georgia Alumni Association, and serves on the board of Fellowship of Christian Athletes.
Brett and his wife, Molly, have three children, Ford, Sloan, and Harper.